black dad putting star on christmas tree with child

FESTIVE FINANCIAL GIFTS DECIDING ON THE RIGHT INVESTMENTS FOR THE CHILDREN IN YOUR LIFE

As the festive season approaches, have you thought about gifting your children or grandchildren something different this Christmas? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world.

Many parents and grandparents want to help younger members of the family financially – whether to help fund an education, a wedding or a deposit for a first home. Christmas is a time for giving so what better gift to make to your children or grandchildren than a gift that has the potential to grow into a really useful sum of money.

There are a number of different ways to get started with investing for children that could also help you benefit from tax incentives to reduce the amount of tax paid, both now and in the future. Don’t forget that tax rules can change over time so it is important to obtain professional financial advice before making financial decisions.

Continue reading “FESTIVE FINANCIAL GIFTS DECIDING ON THE RIGHT INVESTMENTS FOR THE CHILDREN IN YOUR LIFE”
people discuss about graphs and rates

Guide to Cashflow Modelling – Is it time to bring your money to life?

Will your current plans get you to where you want to be financially?

Whatever wealth means to you – now and in the future – we can help you achieve your goals for it in every area and stage of your life.

Cashflow modelling as part of the financial planning process is also vital if financial goals are to be achieved, such as repaying your mortgage, buying a holiday home, paying for school and university fees and being able to retire when you want to.

It is also important that you have sufficient funds for emergencies to provide for unexpected expenses, such as a job loss or long-term illness.

Clarity over your goals. Key to this is analysis based on your goals and desired future lifestyle.

Continue reading “Guide to Cashflow Modelling – Is it time to bring your money to life?”